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Neal Furlong, ChFC®, CEPA®, CLU®

Senior Wealth Advisor

Neal Furlong Headshot 2
"Wealth means an abundance of fulfillment, in every facet of life: family, love, friendship, experiences, health and finances.

/neal-furlong

Neal Furlong was the sports kid.

Neal was the kid that played ball, any ball.  From football to pickup basketball games and backyard baseball (enthusiasm fueled by watching the St. Louis Cardinals go to the World Series three times in five years). Seven-year-old Neal started in organized sports and continued through college, with a full football scholarship at SIU Carbondale.

Upon graduation, Neal followed in his father’s footsteps, owning businesses and a successful insurance career. As he worked with clients, he quickly learned that while many worked with individual players, such as, attorneys, CPAs, and bankers, they did not have a comprehensive game plan. As he was going through the American College for his Chartered Financial Consultant designation, he began his life as a financial planner; he likens much of his role to being a quarterback and coach.

In addition to coaching his clients, Neal loves his travel adventures. Experiencing Israel’s amazing food, culture and incredible history, exploring the pyramids in Egypt, skiing the Rocky Mountains and playing golf on beautiful courses across America.

After his travel adventures, Neal loves to come home to coach his clients in achieving their financial goals.

Awards & Honors

Top 100 St. Louisans to Know 2023

Community Involvement

Ronald McDonald House - Golf Committee 2020-present

Ladue Education Alumni Association – Executive Committee 2023-present

Society of Financial Service Professionals – Board 2012-2021

St. Louis Smart Dealmakers – Host Committee 2020-present

Education

BA - Journalism - Southern Illinois University-Carbondale

CEPA® since 2019

Read Neal's Latest Blog Posts

Contact Neal Furlong


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